Scalable, Regulatory-Compliant CX for BFSI

Startek supports global banks, insurers, NBFCs and fintech brands across customer acquisition, onboarding, retention, collections, claims and support—powered by analytics, automation and 25+ languages across 13 markets.

Why BFSI brands are rethinking CX

Customer loyalty at risk

40% of banking customers say poor CX would cause them to switch providers

Regulatory pressure

Regulatory scrutiny (e.g., PCI-DSS, DPA, GDPR, RBI) demands embedded compliance

Omnichannel expectations

Consumers expect 24/7 support on chat, social, app and voice

Digital transformation

Digital onboarding, KYC, and fraud prevention require speed + security

Insurance experience gap

Insurers face pressure to improve persistency, claims turnaround & policyholder experience

Startek BFSI CX capabilities

Comprehensive solutions designed for the unique challenges of financial services and insurance

Lead gen, telesales, upsell and cross-sell

Welcome calling and onboarding

End-to-end KYC services

Account activation and product education

Campaigns for pre-approved credit + loans

Persistency and retention calling

Virtual Relationship Management (VRM)

Policy changes, renewals, reinstatements

Outbound support for HNI customers

Post service feedback

Inquiries, complaints and resolution desk

Refund requests, cancellation handling

Service level triage and ticketing

Social media, email, chat and app-based resolution

Complaint-to-conversion via GPT assist

Soft + hard collections (30/60/90/120 DPD)

Dispute resolution and callback scheduling

Auto loans, credit cards, consumer finance

Regulated data handling and compliance call flows

Performance-driven champion-challenger delivery

Multi-layer identity and authentication

Privacy breach detection and alerting

Four-eye check and QA-led risk suppression

Voice biometrics, call monitoring and PCI-DSS tooling

Regulator-aligned audit readiness

Advisor onboarding and tracking

Application processing and policy dispatch

Claims registration, documentation and payout follow-up

Product education for agents and customers

Cross-channel support: agent, web, walk-in

Real business outcomes

0 %

improvement in First Call Resolution 

0 %

improvement in NPS

0 %

improvement in Positive Sentiments 

0 %

improvement in Service Level 

0 %

improvement in Retention Rate 

0 %

improvement in Sales Conversions

0 %

reduction in Escalation Cases

0 %

reduction in Customer Decay (Ultimate Churn)

Who we serve

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Global, multilingual delivery

Delivery locations

Asia Pacific

India

Malaysia

Philippines

Singapore

Southeast Asia

Vietnam

Thiland

Hong Kong

Americas & EMEA

United States

United Kingdom

Argentina

South Africa

Languages

English

Spanish

Hindi

French

Tagalog

Arabic

Tamil

Zulu

Malay

Channels

Voice

Chat

Email

WhatsApp

SMS

Social

In-App

IVR

Video Support 

Powered by AI, analytics and secure tech

Startek GPT

Summarization, scripting, call wrap + policy reminders

Agent Assist

Policy and product accuracy + empathy triggers

AQM

100% QA scoring + regulator audit traceability

CPaaS

Blended channel routing (chat, voice, SMS, WhatsApp)

Voice Biometrics + Risk Tools

Fraud suppression workflows

RPA

Claims processing, premium reconciliation, KYC automation

Regulated CX. Digitally scaled. Revenue-optimized.

Contact us

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